Financial Professional – Entry-Level Advisor

Job overview

The Financial Professional – Entry-Level Advisor role is onsite in North Bethesda, MD. Compensation is $130,000+ formula-based at plan. New York Life helps individuals, families, and businesses protect their financial futures and pursue financial goals. The advisor builds client relationships, learns clients’ priorities, and develops tailored financial strategies. Through guidance on protection, retirement, education funding, tax diversification, and estate planning, the role helps clients respond to changing needs and work toward their objectives.

What you'll do

• Conduct client fact-finding conversations
• design customized financial plans
• educate clients on financial strategies
• work with business owners on tax diversification, employee retention, and succession planning
• build community and professional networks
• use marketing and digital tools to identify prospective clients
• pursue training and applicable credentials.

What we're looking for

Skills & competencies

financial professional

entry-level advisor

north bethesda md

new york life

$130k+ at plan

financial planning

client relationships

retirement planning

insurance solutions

estate planning

business owners

licensing within 30 days

Work arrangement

• Weekend coverage required

Benefits & perks

• Training and development
• marketing, social media, and AI-enabled tools
• professional education and credential opportunities
• company resources and support.

Why this role

Life and health insurance license is preferred, or candidates may obtain required licensing within 30 days. Compensation is stated as formula-based at plan.

About the employer

New York Life - Greater DC is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.